RIDGELINE WEALTH PLANNING LLC

CENTERVILLE, Ohio·1 registered advisor·CRD# 307702
SEC# 801-1298500(937)-739-3744
01

Firm Overview

AUM
$147M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RIDGELINE WEALTH PLANNING LLC

1 registered advisor
Scott W Simons
CENTERVILLE, Ohio
05

Office Locations

CENTERVILLE, Ohio
1 advisor

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Data sourced from SEC Form ADV filings. RIDGELINE WEALTH PLANNING LLC (CRD# 307702) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.